EPL Ltd (NSE:EPL)

Q4 2026 EPL Ltd Earnings Call Transcript

May 14, 2026 / 12:00 PM GMT

Release Date Price: ₹229.36 (-0.61%)

Transcript

Key Points

Positve

EPL Ltd (BOM:500135) reported a strong quarter with revenue growth of 13.3% and EBITDA growth of 12%, maintaining an EBITDA margin of 20.1%.
The Beauty and Cosmetics segment outperformed with a 26% year-on-year growth, highlighting the success of the company's strategic focus.
Sustainability initiatives are gaining traction, with sustainable tube formats contributing 38% of sales, and the company receiving multiple awards for sustainability and innovation.
The company has maintained a strong cash flow with a net debt to EBITDA ratio of 0.65, and ROCE improved by 184 basis points to 18.7%.
EPL Ltd (BOM:500135) is expanding in high-growth emerging markets like Brazil and Thailand, which are expected to drive long-term growth.

Negative

Profit after tax remained flat compared to last year due to a one-off benefit in the base period.
Europe's growth was lower than expected at 8%, impacted by short-term operational issues and adverse customer mix.
The oral care segment in India continues to face headwinds, affecting overall growth in that market.
The company experienced a temporary increase in net debt due to dividend payouts and accelerated CapEx spending.
Operational challenges in Europe, such as higher write-offs and outsourcing, have led to a contraction in margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EPLI.NS - EPL Ltd
Q4 2026 EPL Ltd Earnings Call
May 14, 2026 / 12:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and Gentlemen, Good day and welcome to the EPL Limited Q3 FY26 Earnings Conference Call hosted by Systematics Shares & Stocks Limited.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star, then zero on your touch tone phone. Please note that this conference has been recorded. I now hand the conference over to Mr. Pratik Tolia of Systematic Shares and Stocks Limited.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.